Taylor Financial Group’s iShares Future AI & Tech ETF ARTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,965
Closed -$239K 97
2024
Q1
$239K Sell
6,965
-350
-5% -$12K 0.18% 82
2023
Q4
$252K Buy
+7,315
New +$252K 0.21% 78